Position in HLI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,365,251
-$100,732 QoQ
Shares Held
9,506
+13.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CRAWFORD INVESTMENT COUNSEL INC holds $117,249,220 across 6 Capital Markets names. HLI ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
986,317 | $92,694,071 | |
| 2 | LAZ |
Lazard, Inc.
|
385,702 | $16,384,620 | |
| 3 | PIPR |
Piper Sandler Companies
|
62,460 | $4,781,313 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,130 | $1,543,257 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
9,506 | $1,365,251 | |
| 6 | MS |
Morgan Stanley
|
2,921 | $480,708 |
All Filings in HLI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,365,251 | 9,506 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,465,983 | 8,416 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,739,060 | 8,470 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,704,306 | 9,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,870,331 | 11,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,724,096 | 9,928 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,633,926 | 10,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,601,923 | 56,369 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,439,378 | 58,034 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,230,692 | 60,301 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,513,860 | 60,809 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,767,267 | 68,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,114,326 | 69,886 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,286,502 | 72,126 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,579,929 | 74,024 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,374,817 | 68,096 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,137,746 | 69,906 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,272,901 | 70,256 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,383,288 | 80,166 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,373,041 | 90,146 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,447,568 | 81,906 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,095,067 | 46,037 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||